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Stefan Pellish

@Sightline Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$185.308MTotal holdings88
Assets growth rate2.12%Assets growth rate (2-Q avg)7.55%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Sightline Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Sightline Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 185.308M in assets, with a quarterly growth rate of 2.12% and a 2-quarter average growth rate of 7.55%. The portfolio is managed by Stefan Pellish, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BILSSpdr Ser Tr
Recent Activity
Decreased -0.64%
0.19%
$350,943
3,540 shares@ $99.14 avg price
CCitigroup Inc
Recent Activity
Increased 0.67%
0.19%
$343,311
4,877 shares@ $70.4 avg price
GBILGoldman Sachs Etf Tr
Recent Activity
Decreased -7.68%
0.18%
$320,338
3,206 shares@ $99.92 avg price
VFLAbrdn Natl Mun Income Fd
Recent Activity
Decreased -5.2%
0.18%
$318,009
31,393 shares@ $10.13 avg price
VBKVanguard Index Fds
Recent Activity
0.17%
$307,234
1,097 shares@ $280.07 avg price
NXPNuveen Select Tax-free Incom
Recent Activity
Increased 1.02%
0.17%
$298,465
19,701 shares@ $15.15 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -32.13%
0.16%
$295,563
6,580 shares@ $44.92 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 95.03%
0.16%
$294,531
12,242 shares@ $24.06 avg price
CATCaterpillar Inc
Recent Activity
0.16%
$289,120
797 shares@ $362.77 avg price
IBDUIshares Tr
Recent Activity
New Position
0.16%
$286,307
12,557 shares@ $22.81 avg price